晋能控股长治公司中能煤业围绕企业全局性会议要求，积极应对煤炭市场下行压力，通过强化安全责 任、优化生产布局、深化精益管理、激活创新动能，推动内涵式高质量发展迈上新台阶。 安全为基：责任穿透强担当，防线筑牢保安全 该公司以创新破解发展瓶颈，目前已完成小改小革40余项。5月启动的重点岗位精准化专项培训，通过 VR模拟、案例教学等方式提升员工实操能力，建立"理论+实践"双考核机制，未达标人员"回炉再造"， 打造专业化队伍。综掘二队更以月进尺312米刷新纪录，通过工艺流程优化、设备改造与班组激励，实 现效率与安全双提升。 安全是煤矿发展的生命线。该公司始终将安全视为不可逾越的红线，以"136"管理模式为抓手，构建多 维度防控体系，依托矿微信公众号、广播等载体，动态宣贯上级会议精神，强化"事故可防可控"理念。 党建引领：清风护航守底线，文化聚力启新程 常态化开展事故案例"1+N"警示教育、"惊险事件"共享分析，压实三级安全责任。此外，该公司聚焦源 头管控，专项检查安字一号文件落实、标准化工程项目推进及入井工具佩戴情况，以"规程措施至上"意 识筑牢防线。2305充填开采工程、1309工作面过断层等重点任务的安全高效推进， ...

Core Viewpoint - The company is focusing on high-quality development amidst increasing market competition and is preparing for a significant transformation in the industry [1] Group 1: Business Strategy and Goals - The company aims for steady revenue growth in 2025, emphasizing a theme of "gathering strength to tackle challenges and refining efforts for stable growth" [1] - The management highlighted the ongoing transition in the industry from extensive to refined operations, and from quantity to quality, indicating an impending phase of intense competition and accelerated differentiation among companies [1] Group 2: Product and Market Adaptation - The company has fully revamped its five major products starting in 2023 and is selling some premium aged products through online platforms [1] - Due to the trend of lower alcohol consumption in the market, the revenue share of the lower-alcohol version of Guojiao 1573 has been increasing, currently approaching 50% [1] Group 3: Distribution and Partnerships - The management reiterated the commitment to the "customer is the team" philosophy, focusing on creating value and wealth alongside customers [2] - The company plans to continue expanding its national distribution network and will selectively add high-quality customers to its sales system to support high-quality development [2]

全省各地推动深入贯彻中央八项规定精神学习教育有序有效开展 东方市突出"深、准、实、诚"，构建多维推进体系，将学习教育纳入市委巡察，借助巡察力量强化 指导，实现基层党组织指导全覆盖;坚持开门纳谏，对标中央八项规定及其实施细则精神，通过多渠道 广泛收集基层意见，梳理形成问题清单，各级领导班子共查摆问题363个;各级党组织对问题清单分析研 判，推动即知即改，针对突出且难解决的问题制定措施深入整改，尤其是聚焦民生与发展痛点开展专项 整治，处置问题线索49件，解决群众急难愁盼问题58个;将开展学习教育与海南自贸港建设、东方市高 质量发展深度融合，推动湘琼先进制造业共建产业园加速发展，在教育、卫健、园区服务等领域创新举 措，切实提升群众获得感与市场主体满意度。 五指山市聚焦高质量发展大局和群众急难愁盼问题，坚持边学边研边查边改，紧扣接地气、顺民意 开展开门教育。目前，全市累计征求意见建议312条，为基层解决实际问题139个。创新开展服务企 业"大夜班"活动，市领导利用晚上时间推动解决成因复杂的历史遗留问题。每月一主题举办"1867沙 龙"，将本地主导产业、资源要素等涉企热门话题轮流"摆上桌面"，向各行各业广泛征求意见建议 ...

晨会纪要（2025/05/16） 宏观及策略研究 外部环境显著改善，市场机会关注择时——A 股市场投资策略周报 证 券 研 究 报 告 晨 会 纪 要 请务必阅读正文之后的声明 渤海证券股份有限公司具备证券投资咨询业务资格 1 of 4 晨会纪要（2025/05/16） 编辑人 崔健 022-28451618 SAC NO：S1150511010016 cuijian@bhzq.com 渤海证券研究所晨会纪要（2025.05.16） 1、市场回顾 近 5 个交易日（5 月 9 日-5 月 15 日），重要指数多数收涨；其中，上证综指收涨 0.86%，创业板指收涨 0.68%； 风格层面，沪深 300 收涨 1.41%，中证 500 收跌 1.01%。成交量方面有所缩量，两市统计区间内成交 6.26 万亿元，日均成交额达到 1.25 万亿元，较前三个交易日的日均成交额减少 1137.47 亿元。行业方面，申万一 级行业涨多跌少，其中，美容护理、银行、非银金融行业涨幅居前，而计算机、电子、国防军工行业跌幅 居前。 2、数据方面 2025 年 4 月社融同比多增超 1.2 万亿元，其中政府债券融资是主要支撑项，与 ...

值得一提的是，新国展二期项目完成全部验收工作。项目位于顺义区新国展一期北侧，京密路西 侧，总投资约为137亿元，建设规模约61.1万平方米，建设内容包括展览中心、会议中心及配套设施， 目前已完成全部验收工作。项目是贯彻落实首都"四个中心"功能定位，促进国际交往中心功能建设的重 要平台和载体。项目建成后，将是北京市单体规模最大、功能最完善、技术最先进的综合型会展场馆， 是未来首都大型展览活动的主要承接地，为服务首都经济高质量发展贡献力量。 此外，一批项目也取得新进展。例如，小米智能制造产业基地二期项目1号厂房规划验收完成，目 前车间主体工程已全面竣工；承平高速公路（北京段）工程，已实现全面进地施工，桥梁、隧道等关键 节点工程顺利推进。京平高速改扩建工程，路基及桥梁工程进度过半，中分带改造全部完成，项目整体 进展有序可控。市郊铁路城市副中心线整体提升工程（北京西至良乡段），新建房山东站便线拨线顺利 完成，为后续桥梁主体结构施工创造了条件。 昨天，北京青年报记者从市发改委获悉，北京市持续推进"3个100"市重点工程项目建设，为首都高 质量发展注入强劲动力。4月份，北京市重点工程建设再提速。科技创新、基础设施、民生保 ...

Group 1 - The municipal government emphasizes the importance of innovation in driving industrial strength and enhancing project quality and efficiency to support economic recovery and modernization efforts in Zhenjiang [1] - The Jiangsu Kemi membrane separation equipment project aims to manufacture 400 sets of separation membrane equipment annually upon full production, with some factory buildings already completed [1] - The first phase of the Jiangsu high-end AMOLED metal mask project has completed its factory construction, with a projected annual output of 2,000 G8.6 generation AMOLED general metal masks and 20,000 high-precision metal masks, among other products [1] Group 2 - The pumped storage power station project has a total installed capacity of 1.35 million kilowatts, with six reversible turbine generator units of 225,000 kilowatts each, contributing to peak regulation capacity for the Jiangsu power grid [2] - The third generator unit has already been put into operation, while the fourth unit is in testing, with the fifth and sixth units expected to be operational within the year [2] - The municipal government stresses the need for effective project management and support services to ensure timely completion and operational efficiency of major projects [2]

Group 1: Employment Growth in Jiangsu - Jiangsu's urban employment increased by 462,000 in the first four months of the year, with a total of 20.845 million registered workers by the end of April, reflecting a year-on-year increase of 59,000 [1] - The province's proactive measures have led to stable economic indicators and a resilient job market, even amidst global economic challenges [1][9] - Employment in different regions of Jiangsu shows varied growth, with southern Jiangsu stabilizing, central Jiangsu experiencing steady growth, and northern Jiangsu seeing faster increases [3] Group 2: Investment and Project Development - Major projects in Jiangsu are driving employment, with significant contributions from the BYD electric vehicle project adding 3,500 jobs in April and an expected total of 10,000 jobs for the year [2] - As of the end of April, 500 major provincial projects completed investments of 231.9 billion, achieving a completion rate of 35.5%, exceeding the planned schedule by 2.2 percentage points [2] - The industrial investment in Huai'an grew by 25.3% last year, contributing significantly to the region's economic growth and job creation [3] Group 3: Consumer Policies and Economic Stability - Jiangsu implemented a large-scale equipment update and consumer goods exchange policy, with over 10 billion yuan allocated for subsidies, boosting market demand and stabilizing employment [4] - During the "May Day" holiday, key commercial enterprises in Jiangsu achieved sales of approximately 3.61 billion yuan, marking a year-on-year increase of 6.2% [4] Group 4: Foreign Trade and Market Diversification - Jiangsu is expanding its foreign trade markets, focusing on Southeast Asia, the Middle East, and South America, with 60% of exports directed towards Belt and Road Initiative countries [5][7] - The province is actively supporting small and medium-sized foreign trade enterprises with financial assistance, having facilitated loans totaling 73.4 billion yuan to 16,500 small foreign trade companies [7] Group 5: Employment Policies and Training Initiatives - Jiangsu's government is enhancing employment policies, including subsidies for unemployment insurance and vocational training, with a total of 1.346 billion yuan allocated for employment support in 2025, a 5% increase from the previous year [8][9] - The province aims to conduct over 650,000 government-subsidized vocational training sessions this year, targeting key employment groups such as recent graduates and rural workers [9]

Core Viewpoint - The government of Hanzhong is focusing on ecological city construction and economic development through various strategic initiatives, aiming for high-quality growth and stability in employment, enterprises, and market expectations [1][2]. Economic Performance - In the first quarter, Hanzhong's GDP grew by 6.5%, fixed asset investment increased by 14.3%, retail sales of consumer goods rose by 9.3%, and per capita disposable income grew by 6.5% [1]. Innovation and Reform - Hanzhong is enhancing development vitality through reform and innovation, achieving 56 technology transformation projects in Q1, with high-tech industry investment up by 12.9% and high-tech manufacturing value added increasing by 26.9% [2]. - The city is also focusing on improving the business environment, resulting in a 0.62% decrease in general loan interest rates and a reduction of 0.024 yuan per kilowatt-hour in industrial and commercial electricity prices, saving enterprises 131 million yuan in interest and 40.68 million yuan in electricity costs [2]. Project Development - Hanzhong has prioritized project development, with 374 key projects in reserve totaling 326.45 billion yuan, a 20% increase. In the first four months, 231 new projects were signed with a total investment of 13.3 billion yuan, and actual domestic investment grew by 38.2% [3]. - The city plans to implement 440 key projects this year, with a total investment of 223.65 billion yuan and an annual planned investment of 65.12 billion yuan [3]. Ecological Protection - Hanzhong is implementing 60 water ecological protection and restoration projects, maintaining water quality standards and achieving a forest coverage rate of 63.79%. The city has also developed ecological agriculture, tourism, and health industries, contributing 116.8 billion yuan to the ecological economy [4]. Social Welfare - The city is committed to improving living standards, with 12,000 new urban jobs created in Q1 and a 5.7% increase in urban residents' disposable income. County-level GDP grew by 6.6%, with 174 urban renewal projects planned, totaling 3.95 billion yuan [5].

Group 1 - The core viewpoint of the articles highlights the story of An Zhongxu, a South Korean hairdresser who has settled in Urumqi, Xinjiang, showcasing the openness and inclusivity of the region, which has allowed him to thrive both personally and professionally [1][2] - An Zhongxu has established two hair salons in Urumqi, starting from a small 30-square-meter shop, and has become a well-known figure in the local hairdressing industry [1] - His salon serves as an important community hub, offering free haircuts to seniors over 65, a practice that has benefited over a thousand elderly individuals [1][2] Group 2 - An Zhongxu's integration into the local culture is evident as he enjoys local cuisine and actively participates in community events, demonstrating a strong connection to the region [2] - He has witnessed significant urban development in Xinjiang, including the construction of subways and high-speed rail, contributing to the formation of a "five-hour economic circle" among cities [2] - His story reflects the experiences of many foreigners in Xinjiang, with his narrative being shared back in South Korea, helping to dispel misconceptions about the region [2]

（一） 又见榴花照眼明。 放眼三秦大地，沃野涌翠，锦绣如画。时间的如椽之笔，在这里刻下历史的印记，写下时代的诗 行。 新时代以来，习近平总书记多次亲临陕西考察或出席重大活动，发表重要讲话，作出重要指示，以 大国领袖的全球视野、宽广胸襟和天下情怀，给予三秦大地极强的思想指引和奋斗感召。 陕西持续从习近平总书记历次来陕考察重要讲话重要指示中汲取真理的力量、把准前进的方向、砥 砺奋进的意志，不断增强坚定拥护"两个确立"、坚决做到"两个维护"的政治自觉、思想自觉、行动自觉 强化思想引领，在学懂弄通做实上持续下功夫，努力以更加过硬的政治能力、思维能力、实践能 力，把陕西的事情办得更有成效； 强化战略对标，在完整准确全面贯彻落实上持续下功夫，结合实践发展变化不断完善推进思路举 措，更好推动高质量发展现代化建设取得新突破。 以发展的步履，踏出奋进的节拍。 用前行的脉动，激荡未来的和声。 陕西以改革破题，以开放聚势，以创新赋能，拿出勇立潮头、争当时代弄潮儿的志向和气魄，力争 在新征程中展现新作为、干出新业绩。 （二） 思想的光芒照亮前行的方向。 新时代以来，经济进入新常态，陕西面临着这样的思考：新的方位如何明确，新的目标怎样 ...